Documentationv1.0

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Getting Started
  • Welcome to Preb
  • Quickstart
  • Core concepts & glossary
  • Connect your calendar
  • Invite your team
  • The activation checklist
Scheduling & Booking
  • Event types overview
  • Creating an event type
  • Scheduling types
  • Availability & schedules
  • Booking form & questions
  • Form templatesNew
  • Meeting locations
  • Buffers, limits & window
  • Confirmation & redirects
  • RemindersNew
  • Text message notificationsNew
  • AppearanceNew
  • Your public booking page
Lead Routing & Qualification
  • How qualification works
  • Disqualification rules
  • Conditional routing
  • Form drop-off analysisBeta
Global Data (CRM)
  • Contacts overview
  • Statuses & stages
  • Managing contacts
  • Smart Views & filters
  • Custom fields
  • Appointment Setting
  • Call outcomes
  • Deals & revenue
  • Kanban boards
  • Import & export (CSV)
Bookings Management
  • Managing bookings
  • Cancel & reschedule
  • Recording call outcomes
  • Hosts & co-hosts
  • Booking on behalf of a leadNew
Insights & Reporting
  • Analytics overview
  • The funnel explained
  • Metrics glossary
  • Breakdowns
  • Exporting reports
Marketing & Tracking
  • How tracking works
  • Attribution & UTM tracking
  • Meta Pixel & Conversions API
  • Google Ads
  • Google Analytics 4New
  • Google Tag Manager
  • Stripe payments & revenue
  • Tracking inside embedsNew
  • Consent & cookie banner
Integrations
  • Slack notificationsNew
  • GoHighLevelNew
  • HubSpotNew
  • PipedriveNew
  • ZoomNew
  • Zoho CalendarNew
  • Zoho MeetingNew
  • Migrate from CalendlyNew
  • Migrate from Cal.comNew
Team & Account
  • Workspaces explained
  • Members & roles
  • Pods (team groups)New
  • Members without a calendarNew
  • Inviting & seats
  • Workspace settings
  • Your account & profile
  • Refer & EarnNew
  • Billing & subscription
Embedding & Developers
  • Embedding the widget
  • API keys
  • Public API reference
  • Webhooks
  • Rate limits & security
  • Data & privacy
Help & Reference
  • FAQ & troubleshooting
  • Glossary
  • What's new
  • Contact support
  • Back to Preb
  1. Docs

Preb documentation

Guides for sales and marketing teams, plus a technical reference for developers. New here? Start with the Quickstart.

Getting Started

Set up Preb and book your first call in minutes.

SalesMarketing

Scheduling & Booking

Create booking links, control availability, and shape the booking form.

SalesMarketing

Lead Routing & Qualification

Filter, route, and qualify leads before they reach a host.

SalesMarketing

Global Data (CRM)

Your contacts, calls, deals, and pipelines — one place to work them all.

Sales

Bookings Management

Run bookings day to day — reschedule, reassign, and record outcomes.

Sales

Insights & Reporting

Read the funnel, understand the metrics, and export reports.

SalesMarketing

Marketing & Tracking

Attribution, ad-platform tracking, and payment-based revenue.

MarketingIT / Technical

Integrations

Connect Preb to the tools your team already works in.

SalesMarketing

Team & Account

Workspaces, roles, seats, billing, and your personal profile.

SalesMarketing

Embedding & Developers

Embed the widget and integrate with the public API. (Technical)

IT / TechnicalMarketing

Help & Reference

Troubleshooting, glossary, release notes, and support.

SalesMarketingIT / Technical